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iShares S&P 500 Growth ETF

1,647 hedge funds and large institutions have $39.5B invested in iShares S&P 500 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 645 increasing their positions, 520 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,647
Holders Change
+59
Holders Change %
+3.72%
% of All Funds
23.95%
Holding in Top 10
188
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+23.68%
% of All Funds
2.73%
New
145
Increased
645
Reduced
520
Closed
63
Calls
$25.7M
Puts
$17.5M
Net Calls
+$8.21M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
651
Schechter Investment Advisors
Michigan
$2.17M -$426K -4,600 -16%
KFAA
652
Klaas Financial Asset Advisors
Illinois
$2.16M -$34.5K -373 -2%
RWM
653
Rockwood Wealth Management
Pennsylvania
$2.16M +$2.16M +23,295 New
EWA
654
EverSource Wealth Advisors
Alabama
$2.15M +$693K +7,591 +48%
HSA
655
HBK Sorce Advisory
Pennsylvania
$2.13M -$86.1K -930 -4%
CPA
656
Capital Performance Advisors
California
$2.13M +$1.85K +20 +0.1%
RCM
657
Raleigh Capital Management
North Carolina
$2.12M +$735K +7,944 +53%
CWM
658
CCG Wealth Management
California
$2.12M -$43.3K -468 -2%
AA
659
Alesco Advisors
New York
$2.1M
Bessemer Group
660
Bessemer Group
New Jersey
$2.09M
QCG
661
Quadrant Capital Group
Ohio
$2.08M
AF
662
Alerus Financial
North Dakota
$2.08M
FFM
663
Forum Financial Management
Illinois
$2.05M +$38.7K +418 +2%
BP
664
Ballentine Partners
Massachusetts
$2.04M -$41.4K -447 -2%
MG
665
Mather Group
Illinois
$2.04M +$666K +7,890 +48%
FEM
666
Fulcrum Equity Management
Texas
$2.04M +$2.04M +22,026 New
ITB
667
Idaho Trust Bank
Idaho
$2.04M +$2.04M +22,000 New
SP
668
Stablepoint Partners
Massachusetts
$2.03M +$105K +1,162 +5%
PA
669
Procyon Advisors
Connecticut
$2M -$552K -5,962 -22%
CFO
670
Custos Family Office
Texas
$2M +$9.72K +105 +0.5%
CWC
671
Carolinas Wealth Consulting
North Carolina
$1.98M +$141K +1,519 +8%
WH
672
Whitcomb & Hess
Ohio
$1.97M +$52.1K +563 +3%
E
673
ETFidea
New York
$1.96M
WA
674
WESPAC Advisors
California
$1.96M -$698K -7,546 -26%
PFG
675
Pinnacle Financial Group
Illinois
$1.95M